ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $941,812 | -81.6% | 20,000 | -81.4% | 0.09% | -81.0% |
| Q2 2022 | $5,132,000 | -5.6% | 107,449 | 0.0% | 0.49% | +2.3% |
| Q1 2022 | $5,436,000 | -24.0% | 107,449 | -18.5% | 0.48% | -28.7% |
| Q4 2021 | $7,155,000 | -15.9% | 131,861 | -14.9% | 0.67% | -23.2% |
| Q3 2021 | $8,505,000 | -27.7% | 155,000 | -27.9% | 0.88% | -27.5% |
| Q2 2021 | $11,769,000 | +43.5% | 215,000 | +43.3% | 1.21% | +31.6% |
| Q1 2021 | $8,200,000 | +12.1% | 150,000 | +15.4% | 0.92% | +0.9% |
| Q4 2020 | $7,313,000 | +9.6% | 130,000 | +8.3% | 0.91% | -4.3% |
| Q3 2020 | $6,671,000 | +43.4% | 120,000 | +41.2% | 0.95% | +47.5% |
| Q2 2020 | $4,652,000 | +68.6% | 85,000 | +63.5% | 0.64% | +55.2% |
| Q1 2020 | $2,760,000 | +157.2% | 52,000 | +160.0% | 0.42% | +157.8% |
| Q4 2019 | $1,073,000 | – | 20,000 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD. | 215,000 | $11,769,000 | 1.21% |
| Stewardship Advisors, LLC | 50,658 | $2,773,000 | 1.04% |
| Blue Barn Wealth, LLC | 14,460 | $792,000 | 0.81% |
| Berger Financial Group, Inc | 56,941 | $3,117,000 | 0.56% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.34% |
| Mascoma Wealth Management LLC | 10,675 | $584,000 | 0.25% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 71,089 | $3,891,000 | 0.24% |
| Walkner Condon Financial Advisors LLC | 9,054 | $491,000 | 0.18% |
| Financial Architects, Inc | 17,149 | $939,000 | 0.14% |
| McClarren Financial Advisors, Inc. | 2,541 | $139,000 | 0.11% |